Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Disciplined Value Mid Cap Fund Mutual fund in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GBBN ARCHITECTS, INC. GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 125 | $33.1M | $1.6M |
| 2 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $1.6M |
| 3 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN |
DES MOINES IA |
| 610 |
| $111.5M |
| $225K |
| 4 | AMPLA HEALTH AMPLA HEALTH RETIREMENT PLAN | YUBA CITY CA | 704 | $24.3M | $190K |
